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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway 27.55% 1-Year Est. Return

Bill Ackman Pershing Square Capital Management 2.08% 1-Year Est. Return

Philippe Laffont Coatue Management 94.27% 1-Year Est. Return

Ray Dalio Bridgewater Associates 40.93% 1-Year Est. Return

Ken Griffin Citadel Advisors 40.89% 1-Year Est. Return

Ken Fisher Fisher Asset Management 34.66% 1-Year Est. Return

Jim Simons Renaissance Technologies 54.88% 1-Year Est. Return

David Tepper Appaloosa LP 104.51% 1-Year Est. Return

Stanley Druckenmiller Duquesne Family Office 87.01% 1-Year Est. Return

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 1,863 funds (~21%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Est. Return	3 Year Est. Return	Holdings	Portfolio Turnover	Avg Holding Period (Yrs)
1426	1426 Bannerman Wealth Management Group Lewisville, Texas	$175M	+$3.31M	+2%	0.64%	–	39	10.26%	1.4
1427	1427 Longview Financial Advisors Huntsville, Alabama	$175M	+$3.72M	+2%	2.78%	47.4%	48	14.58%	2.2
1428	1428 Shum Financial Group Alameda, California	$174M	+$8.26M	+5%	3.2%	–	113	8.85%	1.5
1429	1429 Vannoy Advisory Group Austin, Texas	$173M	-$3.75M	-2%	1.13%	52.5%	30	6.67%	2.5
1430	6SA 1430 6th Street Advisors Daphne, Alabama	$173M	-$1.01M	-0.6%	0.35%	–	66	15.15%	0.4
1431	1431 Invariant Investment Management Camp Hill, Pennsylvania	$173M	+$2.42M	+1%	1.01%	–	75	17.33%	0.7
1432	1432 Family Legacy Financial Solutions Cary, North Carolina	$173M	+$8.73M	+5%	2.77%	–	68	29.41%	1
1433	1433 Cannon Advisors Charlotte, North Carolina	$172M	+$7.97M	+5%	0.08%	–	127	41.73%	0.9
1434	1434 Gimbal Financial Carmel, Indiana	$172M	+$9.6M	+6%	8.15%	–	71	39.44%	1.4
1435	1435 Stonekeep Investments Sante Fe, New Mexico	$172M	+$233K	+0.1%	1.47%	–	83	8.43%	1.6
1436	1436 Processus Wealth & Capital Management Brentwood, Tennessee	$172M	+$3.14M	+2%	6.63%	160%	36	2.78%	2.4
1437	1437 MontVue Capital Management Lynchburg, Virginia	$171M	-$2.5M	-1%	0.56%	76%	78	6.41%	2.2
1438	1438 Lakeside Advisors Seattle, Washington	$171M	+$12.4M	+8%	9.32%	83.7%	70	12.86%	3.7
1439	CE 1439 Cornerstone Enterprises Appleton, Wisconsin	$171M	-$48M	-22%	0.87%	84.1%	56	33.93%	1.1
1440	1440 TopTier Wealth Management Muskego, Wisconsin	$171M	+$5.56M	+3%	0.77%	–	138	7.25%	0.7
1441	1441 Evansbrook Bolingbrook, Illinois	$171M	+$3.45M	+2%	2.38%	–	130	5.38%	0.7
1442	1442 SLT Holdings Scottsdale, Arizona	$171M	+$10.9M	+7%	11.7%	–	196	44.39%	0.8
1443	1443 Lancaster Investment Management London, United Kingdom	$171M	+$5.4M	+3%	11.7%	5.44%	12	33.33%	0.7
1444	1444 Marathon Strategic Advisors Pittsburgh, Pennsylvania	$171M	-$6.45M	-4%	3.56%	110%	53	11.32%	1.8
1445	1445 Granite Islands Private Wealth Guilford, Connecticut	$170M	+$35.2M	+26%	5.24%	–	94	25.53%	0.6
1446	1446 Capstone Wealth Management Group (Oregon) Bend, Oregon	$170M	+$4.06M	+2%	2.78%	–	129	9.3%	1.3
1447	1447 Sarver Vrooman Wealth Advisors Kansas City, Missouri	$170M	+$2.21M	+1%	1.38%	–	152	11.18%	1.3
1448	1448 Pensionfund DSM Netherlands Sittard, Netherlands	$170M	-$24.4M	-13%	7.06%	36.9%	76	5.26%	8.5
1449	1449 Apex Wealth Management Bedford, New Hampshire	$170M	+$6.17M	+4%	0.97%	–	70	24.29%	1.1
1450	1450 Hemming & Wealth Management Traverse City, Michigan	$170M	+$5.55M	+3%	1.17%	–	16	0%	0.7